Retail Topics

Customer Type Selection Touchpad

How to Enable Touchpad Selection for Customer Types

By default, selecting a customer category (like VIP, Premium, or Walk-in) is done using a standard dropdown menu on the main order screen. If your business uses a tablet or a touchscreen point-of-sale (POS) monitor, interacting with small dropdowns can be difficult. By enabling the Customer Type Selection Touchpad feature, you can transform this dropdown into a large, touch-friendly popup grid, making checkout faster and easier for your staff.

Part 1: Enabling the Touchpad Interface

First, you need to turn on the touchpad setting from your global configurations.

  1. Navigate to your main Settings menu and open the POS Global Settings window.
  2. Click on the POS Local Settings tab located at the top of the window.
  3. Scroll through the available options until you locate the toggle labeled Customer Type Selection Touchpad.

    *[Image: POS Local Settings window highlighting the Customer Type Selection Touchpad toggle switch]*
  4. Click the toggle switch to enable the feature (turn it ON).
  5. Click the Save Settings button in the bottom right corner of the window to apply your changes.

Part 2: Using the New Touchpad Menu

Once the setting is saved, the interface for selecting customer types will immediately change to a touch-optimized layout.

  1. Return to your main POS dashboard (refresh the page if necessary).
  2. Locate the C-Type (Customer Type) field in the top right corner of your screen. Notice that the standard dropdown arrow is now gone.
  3. Click or tap directly on the C-Type text box.
  4. A large Choose Customer Type modal window will pop up in the center of the screen. Instead of a tiny text list, this window displays large, easy-to-tap buttons for every customer category you have created (e.g., Express, Emirates 15% discount, Premium, etc.).

    *[Image: The large "Choose Customer Type" popup window showing the touch-friendly buttons for different categories]*
  5. Simply tap the desired category button. The modal will automatically close, and the selected type will be applied to the order.

Hardware Recommendation

While this feature works perfectly fine with a standard computer mouse, it is highly recommended to enable it if your cashiers are operating the software on iPads, Android tablets, or dedicated touchscreen POS hardware to prevent accidental misclicks.

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